Permissions List & Defaults

supported permissions

The following list holds all of our system permission categories and included permissions

Category	Title	Description	Unique Code
Clients	Clients		clients.manage
	Manage all clients	Can manage all clients (if disabled, user can only manage assigned clients)	clients.all_clients.manage
	Can access all clients activities	Can access activities on unassigned clients as collaborator	clients.all_activities.manage
	Access all client activity	Can view all activity of assigned clients (if disabled, can only view their own activity with assigned clients)	clients.collaborated_activities.manage
	Full access to client info	Can edit all information and perform bulk actions. (if disabled can only edit info, except tags and opt-in value)	clients.contacts_extended.manage
	Client Views	Can manage clients' page views	clients.client_views.manage
	View/Edit Email	Can access client’s email	clients.client_email.manage
	View/Edit Name	Can access client’s name	clients.client_lastname.manage
	View/Edit Phone	Can access client’s phone	clients.client_phone.manage
	Delete	Can delete clients	clients.contacts.delete
	Export Clients	Can export clients	clients.clients_list.export
Business Management	Manage account & settings	Manage staff members, subscriptions, and business settings	account.manage
	Access business settings	Can view main business settings page in addition to their staff settings	account.settings.manage
	Access staff settings	Can create, edit and disable staff members	account.staff.manage
	Access staff	Can perform actions for other staff members and view their calendars	account.staff.view
	Manage plans	Can make changes to business subscription plans	account.plans.manage
	Install apps	Can install apps from the app market	account.apps.install
	Purchase apps	Can purchase apps from the app market	account.apps.manage
	Access business info settings	Can view and edit Business Info settings	account.theme.manage
	Manage Admins	Can manage admin accounts	account.admin_account.manage
	Business Management		account.manage
	Settings	Can access the setting page	account.settings.manage
	View Staff	Can view staff members	account.staff.view
	Onboarding checklist	Can view and manage the onboarding checklist	account.onboarding_checklist.manage
Payments	Payments		payments.manage
	Manage client payments	Can view and take payments from clients (If disabled, Payments menu and key features are hidden)	payments.client_payments.manage
	Export payments received	Can export report of payments received	payments.client_payments.export
	Export estimates	Can export estimates	payments.estimates.export
	Export invoices	Can export report of payment requests	payments.invoices.export
	Refund	Can refund clients	payments.refund.manage
	Settings	Can view and edit Payment settings and Billing & Invoicing settings (requires business settings access)	payments.settings.manage
	Manage Packages	Can create and edit packages	payments.packages.manage
	Coupons	Can create and apply coupons	payments.coupons.manage
	Save Card Details	Can store cards on file	payments.credit_cards.manage
Documents	Documents		documents.manage
Campaigns	Marketing	Can create and send email & SMS marketing campaigns	campaigns.manage
Reports	Reports	Can view reports containing key business data	reports.manage
Online Presence	Online Presence	Can view, manage, and update online presence	online_presence.manage

Default Permission Assignments per role

The following is a list of permissions and their default assignment for each of our system roles.

Category	Title	Admin (Owner)	Admin	Manager	Marketing	Collaborator	User
Clients	Clients	V	V	V	V	V	V
	Manage all clients	V	V	V	V	V
	Can access all clients activities	V	V	V		V
	Access all client activity	V	V	V		V
	Client conversations	V	V	V
	Full access to client info	V	V	V	V
	Client Views	V	V	V
	View/Edit Email	V	V	V	V	V
	View/Edit Name	V	V	V	V	V
	View/Edit Phone	V	V	V	V	V
	Delete	V	V	V
	Export Clients	V	V
Business Management	Business Management	V	V	V	V	V
	Settings	V	V	V	V
	View Staff	V	V	V		V
	Manage Staff	V	V
	Manage Plans	V	V
	Install Apps	V	V	V
	Purchase Apps	V	V	V
	Onboarding checklist	V	V
	Edit Business Theme	V	V
Payments	Payments	V	V	V	V	V	V
	Settings	V	V	V
	Refund	V	V	V
	Manage Packages	V	V	V	V	V	V
	Save card details	V	V	V		V	V
	Client Payments	V	V	V		V	V
	Coupons	V	V	V	V
	Export	V	V	V
	Export Estimates	V	V			V
	Export Invoices	V	V			V
Documents	Documents	V	V	V	V	V	V
Campaigns	Campaigns	V	V	V	V
Reports	Reports	V	V	V
Online Presence	Online Presence	V	V	V	V
Business Management	Manage Admins	V